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Bright Futures Wealth Management’s Apple AAPL Stock Holding History

Bright Futures Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41M Buy
13,421
+2,235
+20% +$582K 2.33% 5
2025
Q4 		$3.04M Buy
11,186
+63
+0.6% +$16.9K 2.25% 6
2025
Q3 		$2.83M Buy
+11,123
New +$2.51M 2.21% 9
2025
Q1 		$2.01M Sell
10,428
-1,707
-14% -$395K 2.21% 13
2024
Q4 		$2.9M Sell
12,135
-30,599
-72% -$7.21M 2.58% 10
2024
Q3 		$9.83M Buy
42,734
+3,062
+8% +$684K 4.75% 1
2024
Q2 		$8.72M Buy
39,672
+304
+0.8% +$56.7K 4.73% 1
2024
Q1 		$8.43M Buy
+39,368
New +$7.16M 4.56% 1

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bright Futures Wealth Management's AAPL Position: Q1 2026 in Review

Bright Futures Wealth Management increased its Apple (AAPL) stake by 20% in Q1 2026, buying an estimated $582K and bringing the position to 13,421 shares worth $3.41M. The position accounts for 2.33% of the portfolio, ranked #5.

Bright Futures Wealth Management first reported a position in AAPL in Q1 2024 and has held it in 8 quarters since. The position peaked at $9.83M in Q3 2024. 6,071 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • Bright Futures Wealth Management held 13,421 shares of Apple worth $3.41M as of Q1 2026.
  • Bright Futures Wealth Management bought 2,235 Apple shares in Q1 2026, an estimated $582K.
  • Apple made up 2.33% of Bright Futures Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Bright Futures Wealth Management first reported a position in Apple in Q1 2024 and has held it in 8 quarters since.
  • Bright Futures Wealth Management's Apple position peaked at $9.83M in Q3 2024.
  • 6,071 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.